Filter, Save, and Share People Lists

Filter and sort your People tab, save the result as a list you can come back to, and share it with your team.

Filter and Sort Your People List

• To filter: Hover over any column header and click the filter icon that appears.
• To sort: Click the column name. An arrow shows the sort direction — click again to reverse it.

Save a List

1. Filter and sort the list the way you want it.
2. Click Save as new list.
3. Name the list and save it.

Saved filtered lists keep themselves current. When a person starts matching your filters they appear in the list automatically — you never re-run it.

For more on building views, see Customize and Save List Views.

Star the Lists You Use Most

Click the star on a list to pin it. Starred lists appear on your dashboard and in the Morning Coffee Report, so your priorities stay in front of you. See Create a Starred List.

Share a List with Your Team

1. Click the link icon on the list you want to share.
2. Toggle on Privacy settings.
3. Enter your teammates' names.

Admins can also share a list with everyone in the account, adjust permissions on it, and star lists on other people's behalf. See Share List Views.

Need help? Contact support at customercare@pipelinecrm.com.